Trilogy La Quinta Maintenance Association TLQMA Strategic …...of La Quinta. Emergency...

Trilogy La Quinta Maintenance Association

TLQMA Strategic Plan

2015 through 2020

TABLE OF CONTENTS

Page

Table of Contents

TABLE OF CONTENTS ....................................................................... 0

EXECUTIVE SUMMARY……………………………………………………1-3

THE STRATEGIC PLANNING DEVELOPMENT PROCESS ............ 4

MISSION, VISION, VALUES, & BOARD DIRECTIVES ............... 5

TLQMA Mission Statement .................................................. 5

TLQMA Vision Statement ..................................................... 5 SWOT ANAYLSIS .............................................................................. 6

SUGGESTING, IMPLEMENTING & REVIEWING ………………………………….7

TLQMA GOALS & STRATEGIC INITIATIVES .................................

Facility Maintenance & Improvement……………….. 8-16

Financial Viability ................................................................ 17

Operational Stability ...................................................... 18-19

Communication ............................................................... 20-22

Community Partnerships .............................................. 23-25

Published by: Trilogy La Quinta Maintenance Association

Gary Turner – President

Gigi Martin – Treasurer

1 TLQMA

Strategic Plan - 2015 though 2020

EXECUTIVE SUMMARY

This strategic plan is intended to guide the

primary distribution of human and financial

resources through the year 2020 for the Trilogy

La Quinta Maintenance Association (TLQMA).

TLQMA is comprised of a five person Board of

Directors two executive committees: Compliance

and Design Review and ten advisory

committees: Activities, Communications,

Community Relations, Emergency

Preparedness, Facilities, Finance, Golf

Relations, Landscape, Security, and Vision. In

the aggregate, TLQMA:

Currently employs a management

company with 28 Full time employees

Has reserves totaling $ 4,719,088

Monthly HOA fess of $288.00 for 1,238

Homes.

Has administrative budgets totaling

$4,842,173

Committees

Each committee reporting to the TLQMA board

of directors offers crucial and unique support to

the TLQMA’s mission; “To create a fiscally

responsible environment that enhances our

quality of life socially, culturally, and

recreationally.”

Activities- provide an organized channel of

communications for social activities and events

to the Board of Directors and the residents of

Trilogy La Quinta.

Communication- provides and recommends

communication methods, reviews publication

and content of the weekly newsletter and

community website and any other

communications as necessary.

Community Relations -provides a vehicle to

keep the Board of Directors and residents

informed about area government and developer

activities that may impact the lifestyle at Trilogy

La Quinta.

Compliance (executive) - enforces portions of the

Community Rules and Regulations (such as traffic

and parking regulations, pet, and other similar rules

and regulations) that do not fall within the jurisdiction

of the Design Review committee. Additionally, any

and all conduct code violations that relate directly to

Association vendors and staff shall be forwarded

directly to the Board of Directors and shall not be

handled by the compliance committee.

Design Review (executive) - has the right and

duty to publish reasonable standards and to

examine requests made by residents to ensure

that proposed plans conform to existing exterior

design and materials of the buildings at Trilogy

of La Quinta.

Emergency Preparedness- shall propose for

Board approval a plan to include the

organization, facilities, equipment, supplies and

communications to be implemented in the event

of an emergency with the Trilogy La Quinta

community.

Facilities- provide consulting services to the

Board of Directors regarding facility maintenance,

remodeling, infrastructure maintenance, repairs

and modifications of Community assets. In

addition, provides consulting services to the Golf

Course Relations Committee regarding shared

infrastructure maintenance and construction

projects related to the golf course.

Finance- The principle purpose of the Finance

Committee shall be to review and analyze all

TLQMA financial matters and make

recommendations to the Board of Directors,

involving but not limited to: financial statements,

annual budgets, accounting policy, cash

management, taxes, insurance, funding sources

for capital projects, risk management, adequacy

of capital reserves and investment policy.

2 TLQMA


Golf Relations- Provides an organized

channel of communications between the

Board of Directors and Trilogy La Quinta

residents with respect to the Golf Course

CC&Rs.

Landscape- at the direction of the Board of

Directors reviews the existing contractor’s

performance and makes recommendations

regarding service levels and improvements.

Security- provides policy recommendations

to the Board of Directors for all aspects of

Trilogy of La Quinta security. Ensures all

security associated issues are addressed and

community rules are correctly and

consistently enforced.

Vision-The committee’s primary goal is to

review all existing conditions of the Perimeter

Landscape Areas and to make

recommendations to address reduction in

both maintenance and its related costs.

Secondarily, to make recommendations

relating to storm water run-off and drainage to

the Golf Course as well as lake maintenance

within the Golf Course. (See Vision

Committee Agreement)

Challenges & Considerations

TQLMA’s continued emphasis on fiduciary

and legal responsibilities presents the Board

with a variety of challenges. It is imperative that

the Board and advisory committees

aggressively monitor and control costs,

replace, repair and add to the current

lifestyle amenities while ensuring these

measures do not have a negative impact on

resident satisfaction. This Strategic Plan has

been developed with these considerations in

mind.

Management Company FirstService Residential in California is a premier property management company with extensive experience in residential (HOA) and commercial properties. Locally based in Palm Desert, First Service’s understands the issues particular to Coachella Valley living as well as the importance of establishing and nurturing mutually beneficial relationships.

FirstService Residential property management services are experienced in a variety of areas. These include maintaining aesthetic standards of the community, including common areas and landscape, as well as CC&R compliance and architectural control systems.

FirstService Residential reports directly to the Board of Directors and takes direction from the Board in all matters.

Legal Guralnick & Gilliland, LLP has extensive knowledge and experience in representing over 400 homeowners associations in California. Guralnick & Gilliland, LLP’s general counsel team of attorneys and paralegals provides prompt individualized service to homeowners associations and their boards of directors, and property management providers. Service areas include:

Individually tailored drafting and/or revising CC&Rs, Bylaws, and rules and regulations.

Creating and assisting in implementation of enforcement procedures.

Clear legal opinions regarding maintenance, member conduct, architectural matters, and any other matter affecting the association’s governance.

Advice regarding maintenance issues Representation at Board meetings and annual

meetings. Drafting and review of vendor contracts Compliance with association disclosure

requirements Collections, i.e. collecting amounts due to the

association or obtaining judgments against the delinquent owners, including post-judgment procedures.

Guralnick & Gilliland, LLP reports directly to the board of Directors and takes direction from the Board in all matters.

Strategic Initiatives

In order to accommodate both short and

long-term goals, and to expand the quantity

and quality of services provided to both

internal and external customers, TQLMA

intends to implement a coherent

strategy. That strategy is guided by the

follow major Board Direct ives :

3 TLQMA


Strategic Initiatives - continued

Facility Maintenance &

Improvements-Ongoing identification

of needed repairs or improvements

to our structures, roads, recreational

facilities and common areas.

Including but not limited to water

use, drainage, front yards and

perimeter landscaping. Continuous

review of structure space allocations

and use to ensure maximum benefits

to the community. .

Financial Viability- Recognizing the

limitations the current HOA fees

impose on our operating funds.

Being mindful of and tracking the

impact on cash flow and the current

budget of previous year’s

objectives/projects. Maintain

adequate funding of reserves and an

investment strategy that maximizes

return as well as providing cash flow.

Operational Stability- Ensuring that

all Board vacancies are immediately

filled as well as all advisory

committees being fully and efficiently

staffed. Semiannual review of

Management Company performance

and practices by the Board.

Quarterly review of high impact

vendors by the appropriate advisory

committees. Identify and pursue

opportunities to increase

operational efficiencies in on-site

revenue generating assets, i.e., The

Coral Spa and Café Solaz. Including,

but not limited to, internal marketing

of events, food & beverage specials

and site tours for non-members.

Community Partnerships-The Golf Club

at La Quinta and the TLQS have direct

and lasting financial impacts on the

community. The new development

abutting Trilogy’s eastern boundary on

Monroe Avenue consisting of 93 homes

will also impact our community as does

the community of Andalusia. Avenues

need to be explored and established to

partner with these entities to further our

common goals.

Communication- identifies efficient and

effective ways to provide information to

the community; ensuring accurate

information is being distributed and

received.

More...

4 TLQMA


THE STRATEGIC PLANNING DEVELOPMENT PROCESS

The TLQMA five-year strategic plan is updated

annually and is influenced by internal sources as

well as the Mission, Vision, and direction of the

TLQMA Board of Directors, The strategic

planning process includes:

1. Commitment and focus on the TLQMA

Mission, Vision, Values and Board

Directives.

2. Assessment of TLQMA’s Board

Directives.

3. Evaluation of the previous year’s results

of TLQMA Directives & Strategic

Initiatives,

4. Evaluation of new TLQMA Initiatives.

5. Study of organizational assumptions and

internal strengths, weaknesses, external

opportunities, and threats (SWOT analysis).

The TLQMA five-year strategic plan is

developed within the framework of the Board

Directives for leading the community.

These are:

Facility Maintenance & Improvement

Financial Viability

Operation Stability

Community Partnerships

Communication

The planning process typically occurs in late

May and is generally completed by the end of

November. Formal quarterly status reports on

progress are reviewed by TLQMA Board of

Directors. Final annual results are provided to

the community.

5 TLQMA


MISSION, VISION, VALUES, & BOARD DIRECTIVES

TLQMA Mission Statement

To create a fiscally responsible environment that enhances our quality of life socially, culturally, and

recreationally.

TLQMA Vision Statement

Trilogy La Quinta; the most desirable 55+ community in the Coachella Valley

TLQMA Values

Resident Services

Social Responsibility

Transparency

Teamwork

Results

Continuous Improvement

Respect

Diversity

Communication

Safety & Wellness

Acknowledgement & Recognition

Accountability

Board Directives for Leading the Community

Financial Viability


Operational Stability


Communication

6 TLQMA


STRENGTHS, WEAKNESSES, OPPORTUNITIES, & THREATS (SWOT) THAT IMPACT THE TLQMA STRATEGIC PLAN

Internal

Factors

STRENGTHS Reasonable HOA dues

Location: Serene living at the base of the Santa Rosa Mountains Advisory committees consisting of involved interested Homeowners

Management company that reports to the BOD

Strong reserves & Fiscally sound Financial ` Operations Socially Inclusive Community

Crime Rate is low

Facilities: Only 13 years old

Governed by an HOA that ensures consistency

HOA supports a range of clubs and activities inside and outside the Trilogy Community

Size: Small size creates a feeling of belonging and promotes lasting relationships Golf Course: Enhances property values, promotes home sales, source of recreation & green belt

WEAKNESSES Low HOA dues could lead to special assessments Location: Distance from Highway 111, the Freeway and shopping Advisory committees drive their own agendas Construction Defect lawsuit has resulted in deferred maintenance projects Lack of Communication & Transparency TLQS cut the enhancement fee causing the monthly expenses to exceed revenue Improper Landscaping could affect costs of maintenance and curb appeal of the community Improper drainage could affect infrastructure Golf Course not owned by the Community is subject to arbitrary decisions by its owners. Difficultly of some members understanding and abiding by the governance of the CC&Rs; subject to everyone living in a gated community Some amenities are subsidized by HOA Dues Communication/Website: less than 1/3 of the Community uses the Website on a consistent basis

External Factors

OPPORTUNITIES Educate the Community to support and understand future projects. TLQS: potential funding mechanism for the Trilogy Community Study and assess the value/ revenue generating capabilities of Café Solaz and The Coral Spa Use the Golf Course Expansion to enhance value of our assets & amenities Vision Committee: Golf Course and HOA partnering & healing the rift caused by previous owner Study and evaluate the expansion of the Fitness Center along with the functions promoted by the Activities Committee

Redesign the website to encourage participation and education

Control of the Golf Course by the HOA

THREATS

Golf Course may be purchased by non-ethical/cooperative buyers

Increased costs of prolonged drought in California

Decrease in Property values due to recession in U.S. economy Decrease in Property values due to non-ethical/uncooperative golf course owners Possible disillusion of TLQS resulting in loss of funding for Common Area Landscaping Decline of the Salton Sea leading to Air Quality, Health Issues and Property Values

7 TLQMA


SUGGESTING, IMPLEMENTING & REVIEWING

Guidelines for Suggesting a Strategic Initiative

Any individual; resident, committee member, or staff member can suggest a project or

initiative. The suggestion or initiative will be assigned to the appropriate framework of the

Board Directives for leading the community.


Financial Viability

Operation Stability


Communication

Suggestions or initiatives can be given to any committee, Board, or staff member.

Guidelines for Implementing a Strategic Initiative All suggestions are filtered through the appropriate existing committees or subcommittee. A subcommittee can be established by the board or committee to further develop an initiative. I.e. the Vision committee and Dog Park committee. Further development does not constitute automatic implementation. I.e. Budget constraints, change in community needs/wants, or prohibitive costs.

Review Process by Committees & Board All initiatives are reviewed at the committee level with support of the committee Board Liaisons. The Board accepts and agrees on initiatives and sends them back to committee for further study. Further study includes an assessment of need versus want, quantity/number of the community that has requested and supported an initiative, the availability of funds and the funding source.

Legend:

Source OB= Operation Budget

Source R= Reserves

Initiative BCS= Business Credentialing Services (vendors)

Vendor SCT= STC Reserve Consulting

CD= Construction Defect Case

8 TLQMA


BOARD DIRECTIVES & STRATEGIC INITIATIVES


Through space management, maximize the current footprint of HOA maintained building and grounds to accommodate our changing needs. Initiative Approval

Date Projected Completion Date

Point Person & Committee

Budget Amount

Source Vendor Outcome Measure

Bocce Ball Court-New Bocce Ball – Replacement Bocce Pergola Water Fountain

1/29/2015 1/29/2015 1/29/2015 1/29/2015

7/31/2015 7/31/2015 7/31/2015 7/31/2015

Maintenance Manager Facilities Committee

$52,969 $105,392 $10,000 $20,000

OB R OB R

Sweitzer

Increase usage, restore courts to the original condition, provide shade and save money & landfill by reducing bottled water usage

Pool Patio Lighting

3/19/2015 9/30/2015 Maintenance Manager Facilities Committee

$48,000 OB Desert Properties Lighting

Increase usage for residents and for event sales

Security Camera

3/19/2015 10/30/2015 Association Services Security Committee

$24,415 R Thrive Security Cameras

Safety & Improved Security

WI-FI Upgrade


$9,112 R Interconnect Networks

Stabilize network connection in the Santa Rosa Club. Increase Customer Service

Coral Spa-Zen Garden Replace Cushions Landscape

5/28/2015

7/31/2015 Fitness Manager Facilities Committee

$10,202 $3,500 $8,689

OB R R & TLQS

Sunshine Landscape

Greater space utilization, reduced maintenance costs, and improved appearance

Smart Controller Smart Controller- Rebate

7/23/2015 10/30/2015 06/01/2016

Association Services Landscape Committee

$132,756 ($61,406)

R Rebate Check

Rain Bird Sunshine Landscape CVWD

Improved water conservation efforts and water savings. Reduce homeowner expense on front yards

9 TLQMA


BOARD DIRECTIVES & STRATEGIC INITIATIVES Facility Maintenance & Improvement




Budget Amount


Replacement Cushions Pool & Patio

11/11/2015 9/11/2016 Fitness Manager Facilities Committee

$22,000 R Sunbrella Cover Designs

Improve usage and appearance of lounge and pool areas

Concrete Repairs & Replacement


$30,000 CD United Brothers

Improve safety and appearance

Strength Equipment


$52,000 R Life Systems

Improve utilization

Cleaning Equipment


$5,300 OB Waxie Improve appearance and reduce maintenance costs

Replace Flagstone Front Entrance of the Santa Rosa Club and Coral Mountain


$32,536 R James Yoast

Improvements to safety and appearance at the entrances to each building

Carpet Replacement Santa Rosa Offices Coral Mountain Entrance


$9,000 R Palm Desert Carpeting

Improve appearance and safety

Golf Cart Replacement


$18,000 R Caddy Shack Golf Carts

Improve staff and committee performance in viewing the property

10 TLQMA






Budget Amount


Storage unit for EPC equipment

2/25/2016 4/01/2016 Emergency Preparedness Committee (EPC) Maintenance Manager

$10,000 OB Home Depot

Secure EPC items and make them readily available in the event of an emergency

Laundry Room Onsite washer dryer for service towels


$5,000 OB Designer Appliances A & A Plumbing

To reduce cost of outsourcing limited laundry service

Add Blinds to the Upstairs Gym


$4,700 OB Palm Desert Carpet

Reduce the Afternoon Sun and stabilize the A/C

Automatic door opening at the Coral Mountain Club

7/28/2016 ON HOLD Maintenance Manager Facilities Committee

$3,963 OB Automatic Door Specialist

Install a handicap accessible auto door

Construction Defect Consultant

09/22/2016 TBD Association Services Board of Directors

$12,000 CD Assists the Board in prioritization of the repairs from the CD Case

Asphalt & Concrete Repairs

10/27/2016 TBD Association Services Board of Directors

$20,000 CD R

United Brothers Concrete

Improve Safety and Appearance

11 TLQMA






Budget Amount


Landscaping- Wall Renovation

5/26/16 7/15/16 Association Services Landscape Committee

$22,000 Of annual budget $52,000

OB Sunshine Improve appearance and water efficiency

Restroom for Sports Area

12/17/2015 CANCELED Fitness Manager Facilities Committee

$5,000 75,000

OB TBD Added facility for those utilizing the sports complex

Add a Proximity Reader to the pool gate lieu of Sports Restroom

5/26/2016 8/30/2016 Facilities Committee

$5,000 OB Inter Access Systems

Improve access to the facilities from the sports courts

Pool Deck Resurfacing


$95,000 R Tessora Pools

Reduce safety concerns and improve appearance

Pool and Spa Rehab


$94,000 R Tessora Pools

Repair long standing damage to components

Paint Exterior of all Building


$64,000 R Empire Painting

Update coloring and improve appearance

12 TLQMA






Budget Amount


Update and redecorate Grand Living Room including Café Solaz area.

12/17/15 TBD Lifestyle Manager Facilities Committee Activities Committee Maintenance Manager

TBD R Michael Thomas

Create focal area that evokes a warm and welcoming gathering place for social interaction. Greater space utilization

Contact an Architectural Design Lifestyle specialist to evaluate the Community for optimum use of common areas including Ballroom; While considering Bistro 60 expansion plans.

10/27/2016 TBD Maintenance Manager Facilities Committee

$15,000 OB R

Michael Thomas

Assures Trilogy remains relevant, attractive, and competitive with similar communities, in addition to maintaining property values and attracting new residents.

Mail Room Parcel Locker- Find space within the building for additional parcel lockers


$2,094 OB Jayco Improved mail service for homeowners

Holiday Decorations TBD TBD Lifestyle Manager Activities Committee

TBD R TBD Improve holiday appearance

HOA to maintain address lights & numbers when necessary

9/22/2016 10/27/2016 Facilities Manager

$2,500 OB Staff Improve safety and appearance

13 TLQMA






Budget Amount


Research Enlarge/expand existing exercise room. Create space for spin bike class.

TBD TBD Fitness Manager Facilities Committee

TBD OB TBD Improve safety, comfort and class participation.

Research Building a multi-use kitchen facility for use by Café Solaz, event catering and cooking class.

TBD TBD Lifestyle Manager Activities Committee

TBD OB TBD Provides a broader opportunity for food options. Current use of art room /kitchen creates sanitation and contamination concerns as clay and paints are routinely used on the same surfaces as food prep

Research adding basketball hoop with a “sports court”


TBD OB TBD Adds new sporting activity to community and opportunity for another team building activity.

Research Building an outdoor shower in the Pool area


$480 OB TBD Eliminates swimmers not showering prior to entering the pools. Resulting in less pool & tile maintenance.

Research Adding 2 Pickle Ball Courts Pickle Ball spectator/waiting area to include patio furniture and pergola


$115,000 OB TBD Players more satisfied with scheduling options. Showcases facilities & lifestyle

14 TLQMA






Budget Amount


Sun Shades Pool Spa Cafe


$16,000 $14,000 $18,000

OB OB OB

TBD Improve safety and appearance providing for stronger utilization

Research the Replacement of the Horseshoe Pit


TBD TBD To better utilize the current location.

Replace Electric cooktop with gas in the Coral Mt Club


$2,700 R TBD Enhanced cooking class experience

Spa Fountain Repair


$5,300 R TBD Redesign for improved appearance and reduced maintenance costs.

Research adding an Outdoor Neighborhood Fitness Stations


$6,000 OB TBD Add additional fitness option without adding a building.

Extend Wi-Fi to pool and outdoor areas


$9,100 OB Inter Connect

Extends coverage to all areas of the Community Center

Install lights on the median palm trees on Trilogy Parkway.

TBD TBD Maintenance Manager Facilities Committee

$200,000 OB Superior Electric

Improve safety and community appearance

Research making Living Stone and Ulrich a 4 way Stop

Security Committee

TBD OB TBD Improve the safety of our streets and residents

15 TLQMA






Budget Amount


Identify Golf Course signage that needs to be replaced or enlarged

Security Committee

TBD OB TBD Improve the safety of our residents

Research striping pavement of the Golf Cart Crossings to make them more visible

TBD TBD Security Committee

TBD TBD TBD

Research use of “premium view” common spaces in Coral Mountain Club, e.g. Game Room & TV Media Room to maximize usage and enjoyment for entire Trilogy population

TBD TBD Maintenance Manager Facilities Committee

TBD OB R

TBD Better use of premium view space for enjoyment of entire community

Monroe & 60th Ave walkway

TBD TBD Association Services Landscape Committee

TBD TBD TBD Improve the appearance, while conserving water and reducing maintenance costs

Perimeter Wall Landscaping



Common Area Renovation-Coral Mountain



16 TLQMA






Budget Amount


Santa Rosa & Coral Mountain perimeters



Main area common grounds, walkways, parking areas & sports complex



Trilogy Parkway renovation to including the irrigation system



17 TLQMA



Financial Viability Create a fiscally responsible environment which ensures our current lifestyle while introducing new elements to maintain and attract new residents.

Initiative Approval Date

Projected Completion Date


Budget Amount


Modify BCS to Enhance our ability to select high quality local vendors.

5/26/26 6/26/16 Lifestyle Manager Activities Committee

N/A N/A BCS Allows for high quality and cost effective local vendors

Research the possibility of eliminating any and all guest fees for pool & gym with $0.00 or give 30 free passes per household per year.

TBD TBD Fitness Manager Finance Committee

$24,000 OB N/A Allows the community to market our facilities to potential home buyers.

Investigate adding Landscaping to the reserve study

5/26/2016 10/27/2016 Association Services Finance Committee

N/A R SCT Reserve Consulting

Improve financial planning and position for future expenditures

Policy on reserve funding levels

TBD TBD Association Services Finance Committee

N/A R SCT Reserve Consulting

Improve financial planning and position for future expenditures

Payroll Review TBD TBD Association Services Finance Committee Board Liaison

TBD TBD FSR Create long term plan for absorbing mandatory minimum wage increases and staff retention

Research Hiring a credentialed Landscape consultant to developed a community master plan

TBD TBD Association Services Finance Committee Landscape Committee

TBD TBD TBD

18 TLQMA



Communication Create an environment and structure fostering effective two way communication within the Community, ensuring effective dissemination of mail, posts, and emails that are highly visible and easy to use.

Initiative Approval Date

Projected Completion Date


Budget Amount


Bi-Annual City Council & Mayor Candidates Forum

05/26/2016 10/10/2016 Association Services Community Relations Committee

N/A N/A N/A Community is more informed of the local issues.

Community Master Calendar listing every event


TBD TBD TBD Allows more residents wot become engaged in the community

Research adding Video Displays Add three new TV’s Coral MT. Santa Rosa Mailroom


$4,500 OB TBD Increase the visibility of events while reducing or eliminating paper. Reducing our carbon footprint.

Website Renovation

TBD TBD Association Services Communications Committee

TBD TBD At Home Net

Improve utilization of the website. Increase awareness of activities and Association news.

Volunteer Appreciation Programs

TBD TBD Association Services Activities Committee

$5,000 OB N/A Creates goodwill within the community and encourages stronger volunteer staff.

19 TLQMA



Communication Create an environment and structure fostering effective two way communication within the Community, ensuring effective dissemination of mail, posts, and emails that are highly visible and easy to use.

Initiative Approval



Budget Amount


Neighborhood Meetings: Year in Review Golf Course Update CVDW CVDW Onsite Reality Office Strategic Plan Golf Course

TBD

TBD 01/16/2016 02/04/2016 02/10/2016 05/16/2016 06/20/2016 04/05/2016 11/07/216 12/07/2016

Association Services Communications Committee Gary Turner Gary Turner, Rich Parsons Gary Turner, Carol Martin Gary Turner, John Zeller Gary Turner, Gigi Martin Gary Turner

TBD TBD N/A Develop consistent meetings to enhance communications between members, Board and management

Research the possibility of an online DRC process

TBD TBD Association Services Communications Committee DRC

TBD TBD TBD Increase the awareness of DRC’s responsibility and decrease the time from submittal to completion

20 TLQMA




Golf Club of La Quinta while privately owned and operated is irreversibly linked to our home values. The Golf Club of La Quinta has a direct impact on the entire community financially, in the ability to maintain our lifestyle, and the capacity to satisfy current residents and attract new residents. Either we hope for an effective partnership or we look for a financially sound approach to control our own fate.

Initiative Approval



Budget Amount


Perimeter Beta Site

09/22/2016 11/15/2016 Vision Committee Board of Directors Association Services

Golf Course to Pay

OB Pro Turf Improve appearance of high visibility areas within the community and golf course as seen by the public

Perimeter Landscape

TBD TBD Vision Committee Board of Directors Association Services

TBD OB Sunshine Improve appearance of areas on the golf course as seen by homeowners from their homes. Minimize maintenance costs and concerns.

Special Event Participation


TBD OB TBD Plan and cost share on special events which benefit residents of Trilogy and the golf operation

Joint Facility Usage Agreement


TBD OB TBD Develop agreement for the use of golf facilities for the benefit of the Association and use of the Association facilities for the benefit of the golf operation.

Joint Marketing Agreement


TBD OB TBD Develop agreement for the mutual benefit of golf and community promotions

21 TLQMA




TLQS is a not for profit Mutual Benefit Corporation operating under the IRS Code Section 501(c) (4). The purpose of TQLS is to promote social welfare for the common good of the Trilogy at La Quinta Community it serves. “Community” is defined to also include the city of La Quinta’s geographical area.

Initiative Approval



Budget Amount


Avenue 60 and Monroe


TBD TLQS Sunshine Develop long term maintenance plan for landscape and lighting of public access areas on Ave 60 and Monroe Street

Health Fair TBD TBD Fitness Manager

$5,000 TLQS TBD Operate an annual health and wellness fair for the benefit of Trilogy and surrounding community

Art Fair TBD TBD Lifestyle Manager Activities Committee

$1,000 TLQS TBD Establish a public Art Fair to enhance lifestyle and culture for the benefit of Trilogy and surrounding community

Seasonal Public Events


$10,000 TLQS TBD Establish public events within Trilogy for the social benefit of Trilogy and surrounding community

Public Safety TBD TBD Association Services Security Committee

TLQS TBD Develop long term safety program for Trilogy and surrounding area.

Public Relations and Recognition

TBD TBD Association Services Community Relations Committee

TLQS TBD Develop marketing program to promote the good will and generosity of Trilogy residents and TLQS

22 TLQMA




Municipal Agencies: The City of La Quinta, County of Riverside ,Coachella Valley Water District and others.

Initiative Approval



Budget Amount


Research a Community Dog Park

6/23/2016 TBD Association Services Community Relations Committee

TBD OB TBD Provide an additional amenity to members for social interaction

Berm Maintenance

TBD TBD Maintenance Manager

TBD OB CVWD Develop long term annual maintenance plan with CVWD for storm runoff safety and the overall appearance of the berm.

Public Safety TBD TBD Association Services Community Relations

TBD TBD TBD Create program for more visible police and fire support at the community

23 TLQMA



Operational Stability Identify and exploit opportunities to increase operational efficiencies. Including but not limited to internal marketing events, food and beverage specials and site tours for non-members. Initiative Approval



Budget Amount


Complete Review and update the Community’s Rules & Regulations

TBD TBD Compliance Committee Association Services

N/A N/A N/A Provide the community the most accurate and updated rules , resulting in improved communications

Develop Standard operation procedures for DRC to be updated on committee outcome.

TBD TBD Design Review Committee Association Services

N/A N/A N/A Streamline architectural process for the ease of operation.

Develop Rule change regarding damaged or Theft of association property by homeowners, residents, or guest.

4/21/2016 4/21/2016 Compliance Committee Association Services

N/A N/A N/A Ensure the rules are addressed and association property is safe guarded.

Plant List Update

5/26/16 7/28/16 Landscape Committee Association Services

N/A N/A N/A Ensure plantings are environmentally sound & enhance the community

Holiday Decorations Rule

TBD TBD Activities Committee Lifestyle Manager

N/A N/A N/A To create a fair and inclusive holiday environment for members of all faiths.

24 TLQMA



Operational Stability Identify and exploit opportunities to increase operational efficiencies. Including but not limited to internal marketing events, food and beverage specials and site tours for non-members.

Initiative Approval



Budget Amount


Committee Guidelines Enhanced

TBD TBD Association Services

N/A N/A N/A Develop committee appointment process which improves efficiencies and allows for maximum participation by the membership.

Café Solaz TBD TBD Association Services Finance Committee Life Style Manager

TBD OB TBD Program to provide maximum benefit to the membership as an amenity while eliminating subsidy impact on assessments.

Coral Spa TBD TBD Association Services Finance Committee Spa & Fitness Manager

TBD OB TBD Program to provide maximum benefit to the membership as an amenity while eliminating subsidy impact on assessments.

Onsite Real Estate Office

5/26/16 7/01/16 Association Services Finance Committee

$32,000 (Revenue)

OB Windermere Provide greater community exposure outside of Trilogy. Re-brand and update community image, increase revenue.

25 TLQMA



Operational Stability Identify and exploit opportunities to increase operational efficiencies. Including but not limited to internal marketing events, food and beverage specials and site tours for non-members.

Initiative Approval



Budget Amount


Set up a street light maintenance program


$4,000 OB Superior Electric

Ongoing cleaning and maintenance of all street lights within the community.

Research setting up a program to report areas where lights should be replaced or added


TBD TBD TBD Improve the safety of the community

Trilogy La Quinta Maintenance Association TLQMA Strategic …...of La Quinta. Emergency...

Documents

Transcript of Trilogy La Quinta Maintenance Association TLQMA Strategic …...of La Quinta. Emergency...